Headlines cover OpenAI's Jalapeño ASIC, GPT‑5.5 Instant updates for free users, and Anthropic's Fable rumors and Claude Tag rollout. KPMG's quarterly survey finds CEO ownership of AI strategy yields three times the reported ROI and shifts priorities toward human‑AI collaboration and governance. Micron's blowout results expose sustained memory demand while Google talent exits and allegations of Alibaba-led model distillation heighten competitive and security concerns.
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00:00 Intro: CEOs who own AI see 3X ROI
00:55 Headlines
01:00 OpenAI's first custom chip "Jalapeño"
02:40 GPT-5.5 Instant gets a free-tier upgrade
03:30 Fable 5 return rumors & White House talks
05:40 Claude Tag backlash & vendor lock-in
08:30 Anthropic accuses Alibaba of a distillation attack
10:20 China's gray market for Claude tokens
11:15 Alibaba sues the Department of Defense
12:15 Google talent exodus & Gemini 3.5 Pro delay
14:05 Markets: Micron's blowout earnings flip the bubble narrative
16:40 Main Episode: KPMG Quarterly Pulse Survey
17:30 Rising confidence & the shift to "opportunity AI"
20:50 Why CEO accountability drives 3X the ROI
23:15 AI maturity & the cost-visibility gap
24:55 The human side: employee resistance to agents